Custom portfolio views

What is a custom portfolio view?

Custom portfolio views enable you to organize and manage different American Funds accounts online. For example, you can create a custom portfolio that includes accounts tied to a specific goal (e.g., retirement or college) or to specific people (e.g., your accounts, your children’s accounts or your parents’ accounts).

To create a custom portfolio, use the Custom Portfolio Views link at the top of Your Portfolio page. Then select the Manage custom portfolio views link from the pull-down menu. If you want to include someone else’s account in your customized view, you’ll need the account numbers and related passwords.

You can access your saved custom portfolios by clicking the Custom Portfolio Views link at the top of Your Portfolio page.

Why would I want to create a preferred custom portfolio view?

If you would prefer to see one of your customized account summaries each time you log in, designate it as your preferred portfolio view:

  1. On the Custom Portfolio Views page, click on update next to the portfolio name that you want to designate.
  2. Check the box next to Make this my preferred portfolio view at the bottom of the page.
  3. Click on Update custom portfolio view.

How do I create a custom portfolio view?

Click on Create a new custom portfolio view from the Custom Portfolio Views page and complete the following steps:

  1. Enter a name for your new portfolio view.
  2. Select the funds and accounts that you would like to include.
  3. To add another account, enter the account number and select a fund from that account. Then enter the account password. Click on Include account to add the account to your new portfolio view. Repeat this step until you have added all of the accounts and/or funds.
  4. Check the box next to Make this my preferred custom portfolio view if you want this portfolio view to be the one you see when you log in to your account.
  5. Click on Create custom portfolio view.

How do I change a custom portfolio view?

On the Custom Portfolio Views page, click on update next to the portfolio name that you want to change. Then:

  1. Enter a new name for your portfolio view.
  2. Indicate which existing accounts/funds you would like to include or exclude.
  3. To add another account, enter the account number and select a fund from that account. Then enter the account password. Click on Include account to add the account/funds to the portfolio view. Repeat this step until you have added all of your new accounts and/or funds.
  4. Check the box next to Make this my preferred portfolio view if you want this portfolio view to be the one you see when you log in to your account.
  5. Click Update custom portfolio to save your changes.

How do I delete a custom portfolio view?

On the Custom Portfolio Views page, click delete next to the portfolio view that you want to delete and follow these steps:

  1. Click on the Delete this custom portfolio view link.
  2. Then, click Delete custom portfolio view at the bottom of the page.

How do I add someone else’s fund and/or account to a custom portfolio view?

On the Custom Portfolio Views page, click on update next to the portfolio view that you want to modify. Then:

  1. Scroll down to Step 3.
  2. Enter the account number and select a fund from that account. Then enter the account password.
  3. Click on Include account to add the account and/or funds.
  4. Repeat this step until you have added all of your new accounts and/or funds.
  5. Click Update custom portfolio view to save your changes.

How do I see a fund I recently invested in?

If a fund that you recently invested in does not appear in your preferred view, click on update next to the portfolio name on the Custom Portfolio Views page. Then click on include next to the fund’s name.